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Phoebe Jones Venable

CAPWEALTH ADVISORS, LLC·FRANKLIN, Tennessee
Unclaimed Profile
4031 ASPEN GROVE DRIVE, FRANKLIN, TN 37067CRD# 4627185Firm CRD# 148781
01

About

Phoebe Jones Venable is a registered financial advisor based in FRANKLIN, Tennessee, affiliated with CAPWEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CAPWEALTH ADVISORS, LLC
CAPWEALTH ADVISORS, LLC
AUM
$1.4B
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at CAPWEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Other: ADMINISTRATIVE FEES
Regulatory
SEC/IARD CRD# 4627185
Firm CRD# 148781
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Phoebe Jones Venable offer?
Phoebe Jones Venable specializes in Financial Planning, Investment Management. Contact their office in FRANKLIN, Tennessee for a consultation.
What are Phoebe Jones Venable's credentials?
Phoebe Jones Venable is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Phoebe Jones Venable located?
Phoebe Jones Venable is based in FRANKLIN, Tennessee, working with CAPWEALTH ADVISORS, LLC. Their office serves clients in the FRANKLIN metropolitan area and surrounding communities.
How does Phoebe Jones Venable charge for services?
Phoebe Jones Venable's firm is compensated through percentage of aum, other: administrative fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPWEALTH ADVISORS, LLC?
CAPWEALTH ADVISORS, LLC has approximately 20 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CAPWEALTH ADVISORS, LLC

Raymond Scott Roland
FRANKLIN, TN
Timothy Jude Pagliara
FRANKLIN, TN
Ryan Joseph Hitt
FRANKLIN, TN

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